At the 2026 Consumer Electronics Show (CES), NVIDIA's CEO, Huang Renxun, announced that the global shortage of DRAM memory chips has been worsening steadily since 2025. To safeguard the stability of its AI business supply chain, NVIDIA has adopted strategies of making substantial advance payments for inventory and engaging in direct procurement. As one of the select few semiconductor firms with the capability to directly purchase DRAM on a global scale, NVIDIA's profound integration of its supply chain has established a distinctive competitive edge. Earlier, Huang Renxun had also visited South Korea to ink long-term supply agreements. Nevertheless, NVIDIA's consumer-grade gaming graphics card sector has taken a hit, with the planned launch of the RTX 50 SUPER series graphics cards being delayed by several months. To tackle the scarcity in the mid-to-low-end market, NVIDIA intends to relaunch the 'value-for-money' RTX 3060 in the first quarter of 2026. These strategic maneuvers signal NVIDIA's transformation from a gaming hardware enterprise to an AI infrastructure behemoth, with potential repercussions for average gamers due to the strained storage resources.